AI Sales, Agentic CRM & Revenue Automation
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Curated Certification CSR09
Apply generative AI and autonomous agents across prospecting, qualification, research, coaching, CRM work and forecasting while preserving human control and trust.
Benchmark: Curated source set: Salesforce Trailhead + Microsoft Learn -- Credential note: this is a Zuyini mastery certificate built from the cited public courses. It is not issued, sponsored or endorsed by the source institutions, providers or companies.
Core Course Stack
1. Introduction to Agentforce Sales
2. Agentforce for Sales Quick Look
3. Sales AI Quick Look
4. Agentic Sales Cycle with Sales Cloud
5. Prospecting Agent Quick Look
6. Configure AI-Powered Selling
7. Use Dynamics 365 Copilot for Sales
8. Trusted Agentic AI
Hands-On Mastery Capstone
Design an agentic revenue workflow for one sales motion. Use AI/agents for research, prospecting, qualification, meeting preparation, CRM updates or coaching while defining human approvals, data boundaries, evaluation criteria and failure recovery.
Proof Rubric
- agent workflow
- tool/data map
- prompts/instructions
- human decision gates
- eval set
- trust/privacy controls
- failure modes
- productivity/value estimate
- monitoring plan